Hey, I'm Travis
A CRM, systems, and marketing automation specialist with over six years of experience building systems that teams rely on inside a live business environment. I have increased lead volume by 57%, reduced team error rates by 12%, and done most of it as the only technical resource available.
+57%
Lead volume increase
-12%
Team error rate reduction
6+
Years of hands-on experience
Who Am I?
Built to solve, not just patch
I’ve always been the person who notices what’s broken, what can be improved or automated, and builds something to fix it.
Early on, I installed car audio systems, remote starts, security systems, amplifiers, and more across many vehicle makes and models. The troubleshooting mindset I built doing that work never left me. It has just found a new home in systems and technology.
From there, my career moved through sales, finance, and marketing across several industries. Across many of these roles, the same type of work kept finding me. That looked like configuring the CRM, automating manual tasks, building email sequences, creating training materials, optimizing lead workflows, and training the team to use the full potential of all of the tools and systems. Over time, that stopped being a side responsibility and started being the main focus.
Understanding both the technical side and the business reality behind it means I can figure out what actually needs to be fixed, build something that holds up under real conditions, and explain what I built in a way that makes sense to people who are not technical. Most of it I have done as the only technical person in the room, with no IT department and no safety net. That means I know how to prioritize, document, and get things done.
How I Work
I work on problems until they are actually solved, not just patched. I document everything and communicate clearly whether I am talking to someone technical or someone who just needs to know what changed and why. I take ownership from start to finish, pick up new tools quickly, and build things that people actually want to use after I hand them off.
PROJECTS SHOWCASE
Things I've actually built
Here is a look at some of the systems, solutions, and projects I have built, including an explanation of the problem, what I built to solve it, and what it delivered.
Workflow Automation and Process Overhaul, Auto Refinance Company
Tools: Microsoft SharePoint, Power Automate, Teams, Forms
Automated Employee Onboarding Workflow
Tools: Power Automate, SharePoint, Entra ID (Azure AD), Microsoft 365
Automated Monthly Performance Reports and Lender Analytics
Tools: Power Automate, Microsoft SharePoint, Excel
CRM Build, Systems, and Lead Generation Overhaul, Solar Company
No CRM, no digital presence, no automation, built the entire revenue infrastructure from scratch. Full Pipedrive environment, automated follow-up sequences, Twilio SMS, and Zapier connecting every lead source directly to the pipeline. Paired with a new WordPress site and campaigns across Google, YouTube, and Facebook.
Tools: Pipedrive, Zapier, WordPress, Google Ads, Facebook Ads, YouTube Ads, Twilio
HISTORY
Professional Experience
A look at the roles that shaped where I am today.
Freelance AI Trainer / Professional Development Current
2025 - Current
Freelance AI Trainer / Professional Development
Current
2025 - Current
A self-directed stretch spent completing AI model evaluation projects as an independent contractor, deepening AI & automation expertise, earning certifications, and growing my skill set.
- Evaluated AI model capabilities by designing complex prompts and test scenarios, reviewing outputs for accuracy across writing, coding, structured JSON data, image/video generation, and other tasks
- Completed 4 professional certifications spanning IT support, AI applications, CRM platforms, and analytics
- Built and maintained a live technical portfolio (TravsTechSite.com), including a Power Automate workflow that automates employee onboarding from SharePoint entry through Entra ID account creation and welcome email delivery
NOC Technician 1
2024 - 2025
Comcast Business
A focused stretch in enterprise network support, diagnosing connectivity issues at the physical and network layers for customers nationwide.
- Diagnosed Layer 1 and Layer 2 network issues for enterprise customers using ping tests, traceroutes, and remote resets or firmware updates on modems, routers, and switches
- Managed and resolved technical alerts through Jira and ServiceNow, prioritizing tickets by severity and logging every diagnostic step and resolution for handoff and audit purposes
Customer Experience Consultant
2024
CarMax
Served as the primary point of contact for customers nationwide, managing the full vehicle purchase journey remotely from first inquiry through delivery.
- Managed a high-volume pipeline of customers simultaneously, tracking credit applications, lender stipulations, financing documentation, and delivery coordination across every open deal
- Exceeded all company KPIs by 10%+ across sales, compliance, and customer service metrics
- Led peer training on financing options, rapport building, and word tracks, directly improving team-wide accuracy and product attachment rates
Funding Manager / IT Systems Specialist
2021 - 2023
Lending Arts
Hired as the Funding Manager responsible for reviewing all completed auto loan refinance deals for compliance and completeness, the role grew into full ownership of the company’s technology systems as the only in-office technical resource supporting a team of ~25.
- Reviewed all completed refinance deals for compliance and completeness while serving as the company’s sole in-house IT resource
- Built and maintained three interconnected SharePoint sites totaling 50+ pages and 35+ Power Automate workflows to manage deal status and centralize company resources, contributing to a 12% reduction in team-wide errors
- Developed a centralized knowledge base from scratch, replacing an outdated paper system with organized SOPs, training walkthroughs, and lender-specific guidance
- Administered Microsoft 365 accounts, SharePoint permissions, Power Automate flows, and DocuSign contract templates, plus day-to-day hardware and software support for the full team
Marketing Operations Director
2019 - 2021
GCC
Sole technical and marketing resource for a solar company, building the full CRM, digital marketing infrastructure, and automation stack from scratch with no IT department.
- Built and administered a full CRM environment using Pipedrive, including pipelines, automated follow-up sequences, Twilio SMS integration, Zapier data routing, lead routing rules, and data integrity controls for the company’s sales team
- Created Zapier automations connecting the CRM to marketing platforms, landing pages, and web forms, so every inbound lead was automatically added to the CRM with the right information and enrolled in the appropriate follow-up sequence, eliminating manual data entry across the lead generation process
- Rebuilt the company’s digital presence, launching a new WordPress site and targeted ad campaigns across Google, YouTube, and Facebook, increasing monthly lead volume by about 57% compared to prior neighborhood canvassing methods
- Oversaw the full contract-to-installation lifecycle across internal teams and external partners
- Led peer training on CRM workflows, product knowledge, process compliance, and documentation standards
Open to new opportunities.
Looking for a remote marketing operations, CRM, or revenue operations role where the system work actually matters. My resume and project work are the fastest way to see what I have built.
SKILL SET
Skills Snapshot
Built across real business environments, from hands-on operations through full ownership of CRM, automation, and revenue workflow design.
CRM Administration
Pipedrive, HubSpot, Zoho, Salesforce, Pipeline Config, Lead Routing, Workflow Rules, User Training, Deal Stage Management
Marketing Automation
Power Automate, Zapier, ActiveCampaign, MailChimp, ConvertKit, Drip Campaigns, Lead Nurture, Trigger Flows, Cross-Platform Integrations
Digital Marketing
Google Ads, Facebook Ads, YouTube Ads, A/B Testing, Funnel Design, Conversion Copywriting, Landing Page Optimization, WordPress CMS
Documentation & Enablement
SOP Authoring, Knowledge Bases, Process Mapping, SharePoint Intranet, Playbook Creation, End-User Training, Technical Documentation
AI Tools and Workflow Design
Claude, Gemini, Prompt Engineering, LLM Integration, Automation Design, AI Model Evaluation, Business Process Automation
Analytics and Reporting
Google Analytics, GA4, KPI Dashboards, Excel Modeling, Campaign Attribution, Conversion Tracking, Automated Reporting Pipelines
Microsoft 365 and Systems
M365 Admin, SharePoint, Entra ID, Exchange Online, Teams, OneDrive, Active Directory, User Lifecycle Management, License Management
Soft Skills
Independent Problem-Solver, Clear Communicator, Detail-Oriented, Fast Learner, Adaptable, Calm Under Pressure, Resourceful
CREDENTIALS
Certifications Snapshot
2026
HubSpot Sales Hub Software Certification
HubSpot
The bearer of this certificate is hereby deemed capable of using the HubSpot sales software to create and implement a streamlined sales strategy. They have demonstrated their proficiency in the essential functions of Sales Hub and its core tools.
2026
Google Analytics Certification
Demonstrated proficiency in Google Analytics 4, including data collection, event tracking, report configuration, and interpreting user and performance data to support marketing decision-making.
2026
Google AI Professional Certificate
Demonstrated competence in foundational AI techniques, prompt engineering, and managing AI-driven workflows and security protocols.
2026
Google IT Support Professional Certificate
Comprehensive training in networking, operating systems, and systems administration. Focused on hands-on problem-solving and end-user support.
2024
CompTIA A+ Certified
CompTIA
Validation of foundational IT skills covering hardware, software, networking, and security across multiple devices and operating systems.
GET IN TOUCH
Let's Get In Touch
Whether you have a project you want to talk through, a job opportunity, a question about something on the site, or you just want to connect, I am just a message away. I try to respond to every message personally.